Account Invoices

Account Invoices

Account-level invoice templates may be created, edited and copied here. To create/edit/copy an invoice at the event level, go to Events > Promote > Communication > Invoices.

Account Invoice

Any existing account-level invoices are listed here. This may be a multi-page list.

To add an invoice, click the Add New button.

To edit an existing invoice, click ( edit ).

To copy an existing invoice, and edit the copy, click ( copy ).

The following sections are shown if you are adding or editing an invoice.

Invoice Details

Enter a Name (required) and Description (optional) for the invoice template.

Invoice Options

Append — As you edit each of the sections described below, you can select a data field from the sets of fields available: Standard and Custom Profile Fields, Standard and Custom Registration Fields, Standard and Custom Event Fields, Account Column fields, Account Financial fields, Registration Financial Fields, Location Fields, Contact Fields, Today.

Then click the Header, Bill To or Footer button to append that field to that section of the invoice.

Enable Editor? — For each of the Header, Bill To and Footer sections, you can clear the Enable Editor? check box to enter plain text, which can still include HTML tags, and you can still append dynamic data fields.

Invoice Header

Use the editor to input text, images, hyperlinks, or dynamic data fields into the header section of the invoice.

Bill To Section

Use the editor to input text, images, hyperlinks, or dynamic data fields into the Bill To section of the invoice.

Note that this section contains a default set of labels and data fields to get you started.

Invoice Footer

Use the editor to input text, images, hyperlinks, or dynamic data fields into the footer section of the invoice.

Invoice Column Headers

Use these text-entry fields to customize the column headers shown in the invoice.

Caution: If you leave a column text field blank, then the corresponding column will not be included on the invoice.

Invoice Summary Headers

Use these text-entry fields to customize the summary fields shown on the invoice.

Caution: If you leave a summary text field blank, then the corresponding summary field will not be included on the invoice.

Customize Invoice

• Invoice Starting Number — The "starting point" for the first new invoice to be generated, which will be this number +1. Default value = 0.

> Note: May only be edited by an Administrator or System Master user.

Caution: Once any invoices have been generated, this starting number may only be changed back to an earlier number by a System Master user.

• Current Sequence Number — The number of the last invoice generated. Displayed here as "read only" information.

• Only show incremental charges — If selected, then each invoice generated for an attendee has a different invoice number, and only includes items charged to them since their previous invoice (if any) was generated. In this way, charged items are only ever associated with one invoice number.

For example: 1. Mary registers for an event, costing $150. She receives invoice number 12345 for $150. 2. Two weeks later, she adds a workshop, costing $50. She receives invoice 14555 for $50. 3. She is now in possession of two separate invoices.